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David Rosenberg, Dr. Quinton Hennigh & Eric Coffin return. While most investors believe a rising CPI in America is a serious economic threat, David thinks those worries are very much overblown. He says that what's going on isn't a fundamental shift, but rather a pendulum swinging back to the opposite extreme following the sudden deflationary demand shock caused by the pandemic. Rosenberg argues that the factors that contributed to this surge in prices are already starting to fade. Given that view, how then is David positioning his investments at a time when by almost any metric you name, U.S.
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